Business systems integration

Your team has captured the enquiry or sale. Now someone has to recreate the customer, enter the job, chase the attachments or check another system for an update. That handover takes time away from quoting, follow-up and delivery.

Naonis helps businesses in Australia and selected international markets improve these workflows through practical systems integration. Start with one recurring handover that is worth fixing, then extend the solution as its rules and constraints become clearer.

Discuss your workflow

When is a custom integration worth considering?

A useful starting point is a workflow with a clear business owner and a recurring cost:

• Sales captures an opportunity, but operations has to re-enter the customer, site, job or appointment.
• Notes, photographs or documents do not reach the people who need to quote or deliver the work.
• Staff switch between CRM, job management and other systems to find the latest status.
• An existing connection transfers some information, but misses your required records, classifications or business rules.

We first check what your systems already support. A standard integration may cover the requirement. Custom work becomes worthwhile when a specific gap matters enough to justify its implementation and ongoing ownership.

See the work behind the approach

These examples demonstrate particular workflows. They do not establish a guaranteed saving or an implementation in every industry. Your available APIs, data quality and operating rules determine what can be delivered.

Start with focused, paid discovery

You do not need to define an entire transformation before making progress. We can begin with a small paid scoping exercise around a specific part of the solution.

Discovery checks:

• The handover: what triggers it, what the next team needs and who owns each step.
• Technical feasibility: API availability, account permissions, vendor limits, attachments and technology gaps.
• Business rules: required fields, matching, repeat submissions, appointments and which system owns each value.
• Practical alternatives: existing connections, a custom workflow, process changes or a smaller first step.
• Delivery and ownership: access, dependencies, failure handling, testing and ongoing maintenance.

Investigating alternatives and finding what is possible is part of the work. Detailed scoping and solution design are paid activities.

Agree a starting range, then refine it together

Based on discovery and the high-level solution, we agree an initial time-and-materials ballpark range, its assumptions and the next useful stage. Discovery and implementation are charged on a time-and-materials basis.

As we reach the detail, new requirements or platform constraints may change the approach. We review progress, estimates and priorities together before extending the work. Software subscriptions and ongoing support are discussed separately.

Some projects show substantial operational improvements within two weeks. Others need a few months; complex workflows may evolve over a longer period. Timing depends on the scope, access, decisions and technical uncertainty. It is agreed for your project rather than promised from a generic package.

Business understanding and hands-on delivery in one engagement

Enrico brings more than 15 years of CRM and integration experience across consulting, business analysis, solution architecture, project management and delivery.

He can work with business owners and technical teams, deliver independently, or collaborate with your developers and other specialists. The process connects the business requirement to the technical decisions and the work needed to put the solution into use.

Choose the tools around the requirement

We normally work with Tray.ai, with other platforms or bespoke code considered where they fit the requirements and maintenance needs. The choice depends on your existing software, available APIs, workflow complexity and who will support it.

An off-the-shelf connection usually has the capabilities its vendor supplies. We can assess whether purpose-built work can be extended safely, including its documentation, access, design and ownership. We cannot assume that an existing packaged connection is editable.

What should we measure?

Agree the baseline before building: manual handling time, correction rate, time until the next team can act, and whether the required information arrives. Track exceptions as well as successful runs.

Recovered staff time is capacity, not automatically a cash saving. The useful outcome may be more time for quoting and follow-up with the same team. Any financial return needs your actual volumes, costs and adoption to support it.

Bring one workflow to the conversation

Tell us which systems are involved, where people repeat work or wait for information, and what the next team needs. An example submission and approximate volume are useful starting points. We can establish fit and agree a focused paid discovery exercise.

Discuss your integration project